+3.2%
AVTR vs HAS
+23.6%
-20.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +2.7% | -1.8% | +4.5% | +3.3% |
| 30D | +12.1% | +2.3% | +9.8% | +11.1% |
| 3M | +57.2% | +10.4% | +46.9% | +51.4% |
| 6M | +73.1% | -3.2% | +76.3% | +73.3% |
| YTD | +30.6% | +15.4% | +15.2% | +22.0% |
| 1Y | +13.5% | +18.8% | -5.3% | +4.8% |
| 3Y | -31.0% | +43.9% | -74.9% | -42.0% |
| 5Y | -63.2% | +13.9% | -77.1% | -67.0% |
| All | +3.2% | +23.6% | -20.4% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling